Mason Wealth Strategies financial planning process takes place generally over a 12 week period starting from our initial consultation leading up to the implementation of our financial plan. After delivery of the plan, we will continue to monitor and execute your plan and schedule quarterly check-ins as needed.
Comprehensive Financial Planning
The fee structure is designed to be simple and straightforward. The total annual fee is 4 tenths of one percent (0.4%) annually of a client’s net worth and may be paid in monthly installments or entirely upon agreement.
Wealth Management
The standard advisory fee on the market value of the assets under management is 1.00% annually for households with investments of $100,000 or less and 0.80% for balances greater than $100,000.
